WestHill Financial Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

WestHill Financial Advisors’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,278	Closed	-$86.5K	–	80
2023 Q3	$86.5K	Buy	2,278 +40	+2%	+$1.58K	0.03%	77
2023 Q2	$88.5K	Hold	2,238	–	–	0.03%	76
2023 Q1	$88.3K	Buy	2,238 +283	+14%	+$11.3K	0.03%	76
2022 Q4	$74.1K	Hold	1,955	–	–	0.02%	80
2022 Q3	$68K	Hold	1,955	–	–	0.02%	76
2022 Q2	$78K	Hold	1,955	–	–	0.03%	75
2022 Q1	$88K	Hold	1,955	–	–	0.03%	81
2021 Q4	$96K	Hold	1,955	–	–	0.03%	83
2021 Q3	$98K	Buy	+1,955	New	+$102K	0.03%	70
2021 Q1	$109K	Sell	2,040 -110	-5%	-$6.02K	0.04%	62
2020 Q4	$111K	Buy	+2,150	New	+$103K	0.04%	60

Other funds holding EEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return

WestHill Financial Advisors's EEM Position: Q4 2023 in Review

WestHill Financial Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q4 2023, closing a stake of 2,278 shares — an estimated $86.5K sold.

WestHill Financial Advisors first reported a position in EEM in Q4 2020 and held it in 11 quarters. The position peaked at $111K in Q4 2020. 1,313 funds tracked by Wall St. Rank hold EEM as of Q4 2023.

WestHill Financial Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 2,278 iShares MSCI Emerging Markets ETF shares in Q4 2023, an estimated $86.5K.
WestHill Financial Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's iShares MSCI Emerging Markets ETF position peaked at $111K in Q4 2020.
1,313 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.